Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Extra Tools
  3. Zoho Connector | Zoho CRM Odoo Connector v 14.0
  4. Sales Conditions FAQ

Zoho Connector | Zoho CRM Odoo Connector

by Softhealer Technologies https://www.softhealer.com
Odoo

$ 57.81

v 14.0 Third Party 24
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies Show
• CRM Extra Fields
• Contacts Marketing Options From Lead
• FirstName - LastName
• Contact Extra Fields
Lines of code 1771
Technical Name sh_zoho_connector
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies Show
• CRM Extra Fields
• Contacts Marketing Options From Lead
• FirstName - LastName
• Contact Extra Fields
Lines of code 1771
Technical Name sh_zoho_connector
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • License
logo
Enterprise Community Odoo.sh
whatsapp

How it works? click here to watch video

  • Setup
  • Releases
  • FAQs
  • Support
  • Backend Config
  • Zoho Creads Config

Goto user setting and enable 'Zoho Configuration Manager'.


After that goto zoho credential menu and create zoho user and fill credentials and select your zoho account country.


Click the link and varify your zoho account.


After click on that link you will redirect to zoho login. here if you have not install crm so it will display page like this.


If you have installed crm on zoho, then you have to click on 'Accept'.


You can import mass contacts, Accounts, and Leads. Just select a Zoho account and open 'Action' and click Import which you want to import.


Now select account and click Sync Account. After successful importing account you can see log note like this.


Zoho account list.


Imported account [Company (parent)] successful in odoo. (*Marked contacts are odoo's contacts.)


For exporting a company from odoo to zoho. If any new then you can see the count of exported company in log note.


Exported company in zoho.


Enable Import contact and click 'Sync Contact'. After successful importing contact you can see log in log history


Contact list in zoho


Imported contact with its company. (*Make sure you have to first import accounts and then import contacts so it will merge your contact with its company.)


Here we provide some extra fields it will helps to import export proper data. (*Make sure while you create a new contact in odoo you have to add first name and last name).


Here in contact form view, you have a field where you can define a zoho credential so that contact will export to the right place.


You can export mass contacts. Just select contacts list and click on 'Action' and select 'Export Zoho Contacts/Accounts'


After that here in this wizard, you have to select a zoho account where you want to export.


Filter Contacts On 'Not Exported to Zoho'.


Group By Contacts using 'Zoho Config'.


Enable Import Zoho Lead and click 'Sync Leads'. After successful importing leads you can see log in log history


Lead list in zoho.


Imported lead list in odoo.


Here in odoo we provide some extra fields. It will helps to import export leads proparly.


In Lead/Opportunity form view, There is one field 'Zoho Config'. You can just select appropiate zoho config, So that lead will be export to the right place(*while auto export is enable).


You can export mass leads/Opportunities. Just select a list of leads or opportunities and click 'Action' and select 'Export Zoho Leads/Opprtunities'.


After that here just select appropiate zoho account and click 'Export'.


Filter leads based on 'Not Exported to Zoho'.


Leads group by based on 'Zoho config'.


Goto the zoho developer console.


Click on Server-Based Application.


Here create a client. in home page 'yourdomain/home' and in Authorized redirect URIs 'yourdomain/home/crm'. and click create.


After that goto 'Client Secret' tab and copy 'Client ID' and 'Client Secret'. Paste in odoo creds.


Version 14.0.2 | Released on : 11th March 2022

  • NewQueue Functionality Added.
  • NewAuto-Export Functionality Added.

Version 14.0.1 | Released on : 25 June 2021

  • Initial Release.

I want some customization in this app. How can I request it?

  • Please Contact Us at sales@softhealer.comto request customization.

Is this app compatible with Odoo's Multi-Companies Feature?

  • Yes, This app is compatible with Odoo's Multi-Companies Feature.

Do i get free support?

  • Yes, we provide free support for 90 days.

Please mail us for support on support@softhealer.com

You May Also Like


Other Apps Other Themes
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with